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Derek Swedberg

@Pack Private Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$176.399MTotal holdings41
Assets growth rate9.62%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Pack Private Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Pack Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 176.399M in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Derek Swedberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.99%
19.87%
$35.033M
663,386 shares@ $52.82 avg price
IVVIshares Tr
Recent Activity
Increased 1.97%
18.01%
$31.754M
55,050 shares@ $576.82 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.35%
11.76%
$20.739M
433,418 shares@ $47.85 avg price
IJHIshares Tr
Recent Activity
Increased 2.33%
9.73%
$17.153M
275,247 shares@ $62.32 avg price
GGGGraco Inc
Recent Activity
7.63%
$13.451M
153,713 shares@ $87.52 avg price
IJRIshares Tr
Recent Activity
Increased 1.7%
6.29%
$11.08M
94,733 shares@ $116.97 avg price
VNQVanguard Index Fds
Recent Activity
Increased 2.73%
4.58%
$8.078M
82,921 shares@ $97.43 avg price
GNRSpdr Index Shs Fds
Recent Activity
Increased 5.13%
4.38%
$7.723M
133,916 shares@ $57.68 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
2.83%
$4.98M
45,120 shares@ $110.37 avg price
IEFAIshares Tr
Recent Activity
Increased 0.22%
2.38%
$4.194M
53,732 shares@ $78.06 avg price